List of Socially Responsible ETFs

Updated Mar 8, 2019
Socially Responsible exchange traded funds (ETF) are the instruments that aim to invest in basket of stocks of companies that are compliant with certain values. Such Socially Responsible ETFs may also mirror and track an underlying benchmark index which is configured to be compliant with the principles of Socially Responsible Investing (SRI).Such basis can include a vast array of companies that act in a responsible manner for their business, product and services. For instance, a company that is working on generating green tech which is supportive of environment, or a business which is cautiously managing its carbon footprint, or the companies which promote and support ethical and sustainable business practice may qualify to be called Socially Responsible. Businesses operating in the sectors of alcohol, gambling, tobacco, weaponry, firearms, adult entertainment, genetically modified produces may not qualify for certain SRI investments. While the concept is not new and has been around since the last century, it has gained significant popularity in recent times as a unique investment theme. Exchange traded funds are one popular way of investing in such selected set of businesses, as they come with low cost.

List of All Socially Responsible ETFs

Following is the list of all 117 exchange-traded funds that FKnol has in its database for ETFs which belong to the Socially Responsible category:

The Global X FTSE Southeast Asia ETF tracks a market-cap-weighted and -selected index of the 40 largest and most liquid stocks from Singapore, Malaysia, Indonesia, Thailand and the Philippines. ...Full Details

The Goldman Sachs ActiveBeta Europe Equity ETF tracks an index of developed Europe large- and midcap equities, with equal weights to each of 4 factor buckets and stocks within each bucket weighted by a factor score. ...Full Details

The JPMorgan Diversified Return Europe Equity ETF tracks an index of stocks from developed European countries screened for value, quality and momentum and weighted to distribute risk equally across economic sectors. ...Full Details

The iShares MSCI ACWI ex US ETF is designed to track the performance of a market-cap-weighted index of international stocks. It captures 85% of the publicly available market, thus excluding small-caps. ...Full Details

The VictoryShares Developed Enhanced Volatility Wtd Index ETF tracks an index of about 500 ex-US developed-market stocks, selected by market cap and screened for positive earnings. The index weights stocks inversely by volatility and can move incrementally in and out of cash. ...Full Details

The Legg Mason Developed ex-US Diversified Core ETF tracks an index of developed international stocks across the market-cap spectrum. Sectors and geographies with high correlation are grouped into equally-weighted clusters. ...Full Details

The Columbia Sustainable International Equity Income ETF tracks an index composed of 100 equities from developed markets outside of the U.S (excluding REITs). These securities exhibit a minimum ESG rating (as determined by MSCI) and dividend characteristics. ...Full Details

The SPDR S&P Global Infrastructure ETF tracks a market-cap-weighted index of 75 infrastructure companies, from developed and emerging markets, that operate in the energy, transportation, or utility sectors. ...Full Details

NuShares ESG International Developed Markets Equity ETF tracks an index of companies from developed countries, excluding the US and Canada, that align with various environmental, social, and governance principles. ...Full Details

The Principal International Multi-Factor Index ETF tracks an index of large- and midcap stocks from international developed markets, selected for three investment styles: value, growth, and momentum. Holdings are weighted by liquidity and volatility. ...Full Details

The Nationwide Risk-Based International Equity ETF tracks an index of large-cap stocks from developed countries, excluding US and Canada, that are selected and weighted for lower portfolio risk. ...Full Details

The iShares MSCI Global Impact ETF tracks an index composed of companies whose revenues are driven by products and services that address at least one of the United Nation's Sustainable Development Goals. ...Full Details

The iShares ESG MSCI EAFE ETF tracks an index of developed market international companies that have been selected and weighted for positive environmental, social, and governance characteristics. ...Full Details

The iShares Core MSCI EAFE ETF tracks a market-cap-weighted index of developed-market stocks in Europe, Australasia and the Far East, and excludes the US and Canada. It covers about 98% of investable markets. ...Full Details

The First Trust Switzerland AlphaDex ETF tracks a tiered equal-weighted index of 40 Swiss companies selected from the S&P Switzerland BMI. It aims to outperform the broader market using a quant-based methodology. ...Full Details

The First Trust United Kingdom AlphaDex Fund tracks a tiered equal-weighted index of 75 companies selected from the S&P United Kingdom BMI based on the S&P's AlphaDex selection methodology. ...Full Details

The NuShares ESG Large-Cap Value ETF tracks an index of US large-cap value stocks that score highly on environmental, social, and governance criteria. The fund is optimized to keep risk and return characteristics in line with the large-cap value market. ...Full Details

The Reaves Utilities ETF is an actively managed ETF that holds US-listed utility stocks. UTES' managers aim to outperform the sector by selecting and weighting stocks based on fundamental, growth and risk metrics. ...Full Details

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All Socially Responsible ETFs

Where do Socially Responsible ETFs Invest?

A long list of companies and different financial instruments exist where the Socially Responsible exchange-traded funds may invest the money collected from the ETF investors. Below is a small sample of companies whose stocks may qualify for investment by Socially Responsible ETFs, though there can be many more businesses and financial instruments where these ETFs can park the capital for returns: